Plan Snapshot
- Plan Sponsor: Empire Screen Printing, INC.
- Sponsor EIN: 391141015
- Sponsor Address: N5206 MARCO ROAD, ONALASKA, WI, 54650
- Plan Type: 401(k)
- Total Participants: 163
- Total Assets: $9.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 163 | $9.3M | $67,316 | $346,214 |
| 2023 | 176 | $8.5M | $72,948 | $400,946 |
| 2022 | 183 | $7.6M | $78,082 | $430,706 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| TRUST POINT INC. | NONE | $42,504 | — | $42,504 |
| HANCOCK & ROBINSON | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $42,504
- Estimated Expense Ratio: 0.456% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $42,504 | $42,504 | — | — | — |
| 2023 | $39,959 | $39,959 | — | — | — |
| 2022 | $39,122 | — | — | — | $39,122 |